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Disclosery

One Capital Management, LLC: EFG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of One Capital Management, LLC on EFG, newest first. How the timeline and the estimate are built.

One Capital Management, LLC held 19,109 EFG shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,109 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $2,128,175.

    13F-HR 0001606588-26-000004 filed by One Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 19,109 shares
    Change vs previous 13F -281 shares

    0.06% of the 13F portfolio, value $2,128,175.

    13F-HR 0001606588-26-000003 filed by One Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 19,390 shares
    Change vs previous 13F +2,337 shares

    0.07% of the 13F portfolio, value $2,208,915.

    13F-HR 0001606588-26-000002 filed by One Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 17,053 shares
    Change vs previous 13F -1,064 shares

    0.06% of the 13F portfolio, value $1,942,021.

    13F-HR 0001606588-25-000009 filed by One Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 18,117 shares
    Change vs previous 13F -439 shares

    0.07% of the 13F portfolio, value $2,029,129.

    13F-HR 0001606588-25-000005 filed by One Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 18,556 shares
    Change vs previous 13F -3,789 shares

    0.06% of the 13F portfolio, value $1,855,621.

    13F-HR 0001606588-25-000004 filed by One Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 22,345 shares
    Change vs previous 13F -752 shares

    0.07% of the 13F portfolio, value $2,163,666.

    13F-HR 0001606588-25-000001 filed by One Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 23,097 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,486,392.

    13F-HR 0001606588-24-000008 filed by One Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).